Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Alex Krenek, J.D.

Regional Vice President

Travis Poulos, CFP®

Regional Vice President

Portland, Portland – South

Allison Lathrop

Manager, Client Service

Portland – SE

Brittani Woodruff

Sr. Client Service Specialist

Portland – South

Erin Baldwin, FPQP™

Client Service Manager, Wealth Path Group

Portland – South

Erin Larsen

Client Service Specialist

Portland – South

Jill Abell - Sr. Client Service Specialist

Jill Abell

Manager, Client Service

Bend – Downtown, Bend

Kimberly Eskelson

Relationship Manager

Korina Kaio-Maddox

Korina Kaio-Maddox

Sr. Manager, Client Service

Portland, Portland – South

Laurie Macielinski

Sr. Client Service Specialist

Portland – South

Lily Jackson

Client Service Specialist

Mary Hamshou

Mary Hamshou

Sr. Manager, Client Service

Bellevue, Portland, Portland – South

Michon McCabe

Client Service Specialist

Portland – South

Miranda Nusbaum

Sr. Client Service Specialist

Bend, Bend – Downtown

Piper Baker

Piper Baker

National Client Service Specialist

Scottsdale, Portland – South, Bellevue, Portland

Virginia Cramp

Sr. Client Service Specialist

Bend, Bend – Downtown

Jake Springer

Financial Planner

Bend, Bend – Downtown

Lindsay Stuart, CFP®

Manager, Sr. Financial Planner

Portland, Portland – South

Rob Horwitz, CFP®

Sr. Financial Planner

Portland – SE

Stephanie Moersfelder, CFP®

Sr. Financial Planner

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